Tesla Confirms End of Model S and Model X Production as Flagship Era Winds Down

On January 29, 2026, Tesla officially confirmed it will cease production of its long‑standing flagship electric vehicles, the Model S and Model X, as the company pivots toward future technologies, including autonomy and robotics. CEO Elon Musk made the announcement during Tesla’s 2025 fourth‑quarter earnings call on Wednesday. 

This sounded very very hard, Elon saying goodbye to production of Model S and X, much love, Elon. To that effect, welcome Optimus. We are ready. pic.twitter.com/4AGADwxbNA

— Gail Alfar (@gailalfaratx) January 28, 2026

Musk described the decision as a move to “bring the Model S and Model X programs to an end with an honorable discharge,” saying the shift aligns with Tesla’s broader strategic focus on autonomous vehicles and advanced technologies. He noted the change is “slightly sad” but necessary for the company’s next phase.

Production of both vehicles at Tesla’s Fremont, California, factory is expected to conclude by the second quarter of 2026. After that point, the space currently used for Model S and Model X assembly will be reconfigured to support production of Tesla’s Optimus humanoid robots, which Tesla aims to scale significantly in the coming years.

The Model S and Model X have been cornerstone vehicles for Tesla since their introductions in 2012 and 2015, respectively. The Model S was the company’s first mass‑market EV that helped establish Tesla’s reputation in the electric vehicle industry, while the Model X’s unique gull‑wing doors and SUV format set it apart in early electric mobility.

Tesla will continue to offer after‑sales support and service for existing Model S and Model X owners even after production ends, ensuring current vehicles remain supported “as long as people have the vehicles.” However, new deliveries will wind down as the current inventory is sold through. 

The move reflects a long trend of declining deliveries for these flagship models. As Tesla’s more affordable Model 3 and Model Y have dominated global sales, the S and X have accounted for a small and steadily shrinking portion of total deliveries.

For buyers still interested in a new Model S or Model X, Musk emphasized during the earnings call that “now is the time to place an order,” as availability will end once existing stock is depleted.